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Business Presentation


Financial services,
it's much more than a job:
This is a development opportunity
personal and professional as well as building a career 
Discover the roles available to you...

Financial planner


Certificate in Financial Planning + 2 years of experience in an advisory role


Have you almost finished your financial planner course and want to start your career in a recognized institution?

Or, you have a lot of experience and are looking for a new challenge that improves your current conditions? 


1. Application

The first step is to establish what type of role you are looking for. 

Then, you can either apply directly to one of the available positions, or, if the position you are looking for is not there,  submit your spontaneous application.

2. Initial Selection

Once your application is received, our team reviews it to determine if you meet the basic qualifications for the position. We will assess your qualifications, experience and suitability for the role based on the information you provide.

3. Telephone/video interview

If you pass the initial screening, we will offer you a telephone or video interview.

This interview is typically used to assess your communication skills, clarify some details of your application, and get a general idea of your suitability for the position.


4. Second interview

Depending on the position, you may be invited for a second interview. This interview allows us to deepen your qualifications, your experience and assess your cultural fit with the company.

Behavioral questions, scenario-based questions, or technical questions related to the position may be asked.

5. Final selection and presentation

If you are a good fit for the position, we will advocate on your behalf and coordinate next steps with the employer.

6. Interview with the employer

If we present you as a candidate, you may be invited to an interview with the recruiting company.

7. Hiring

At CIVA, we are not a placement agency. Which means that once you are chosen by the employer, you will be hired directly by the company in question.

Ready to find your next challenge?


Over the phone or online



If you're talented and looking for a job, contact us here:

500 Terry Francois Street, 

San Francisco, CA 94158

Thanks for submitting!

If you're looking for talent, contact us here:

Thanks for submitting!

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